Wealth Manager - Bengaluru, Hyderabad

Manage HNI clients, deliver tailored financial plans, leverage AI-driven solutions, and drive asset growth. · ...

+Increasing the Liability book and Investment AUM portfolio size through deepening and new acquisition. · +Revenue generation through cross sell of business banking and wealth products like Trade Forex Insurance Investments Retail Assets etc. · Ensure quality of sourcing by acqui ...

We are seeking a private banker/relationship manager to manage a portfolio of HNW/UHNW clients and lead a team of private bankers. The ideal candidate has strong leadership capabilities and experience in managing client relationships. · Manage your own portfolio of HNW/UHNW clien ...

Product Owner role involves finance domain and product life cycle from IT and process perspective. · ...

We are looking for full time MBAs from top-tier business schools with a deep understanding of financial services and in-depth expertise in Capital Markets domain within Financial Services, · 4+ years experience in Technology Solution Consulting; Transformation and Delivery Implem ...

We are seeking a highly skilled and experienced Senior Relationship Manager to join our dynamic team in a playing captain role. · Minimum of 5 years of experience as a Senior Relationship Manager. · Undergraduate degree is required; MBA is advantageous · Should have NISM V-A and ...

The Financial Planning Specialist will lead financial planning conversations with prospective clients and drive the advisory-led acquisition process. · ...

This opening is with a leading IT Technology Firm for PAN India Locations. · Domain Expertise in one or more of the following areas is a must: · ...

Role & responsibilities · Domain Experience(Must): Capital Market/Wealth Management/Asset Management · Experience:10-15Yrs · Location:Bangalore&Hyderbad · Candidate should be from sales and presales background ( exposure) · Capital market / asset management / wealth management + ...

Conduct daily sales calls with prospective new clients and identify their needs. · ...

About this role: · Wells Fargo is seeking a Product Manager · *In this role, you will:* · Strategize marketing based on assessment of results-based environment and new opportunities for product implementation and enhancements · Review and analyze development of new products and p ...

The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. · Acquire new clients and Increase enga ...

About this role: · Wells Fargo is seeking a Operational Risk Specialist · *In this role, you will:* · Manage the development, implementation, and monitoring of a risk-based program for a business or large functional area with moderate to high risk to identify, assess and mitigate ...

About this role: · Wells Fargo is seeking a Senior Operational Risk Specialist · *In this role, you will:* · Manage the development, implementation, and monitoring of a risk-based program for a business or large functional area with moderate to high risk to identify, assess and m ...

This is a permanent Bank On Roll / Pay-Roll Job at Kotak Mahindra Bank Ltd. The job involves handling Wealth/Privy Outbound calls and differentiating training to make employees universal phone banking officers. · To exclusively handle Wealth/Privy Outbound calls- schedule equival ...

Salesforce Professional Services - Global Delivery Centre (GDC) focuses on delivering strategic engagements that define transformational opportunities and execution of change programs. We are the trusted delivery partner for Salesforce Professional Services that ensures end to en ...